Frequently Asked Questions

Product Release Version 3.8.6.3.0

	This symbol indicates a major update.
	This symbol indicates a minor feature change.

Version 3.8.6.3.0 is coming soon - What to expect

Membership:

1. Member Portal - Added "Membership Renewal Form" link in the member dashboard for the "Waiting For Renewal" members.

2. Member and Staff Portal - Added "Keep me logged in" feature on the login page.


3. Staff Portal - Included new feature to add selected members to the group from the advanced search.





4. Staff Portal - Added ability to make payment using check or credit card from the firm membership renewal page.





LRS

1. Staff Portal - Added drop down to filter case count by case created date or case assigned date in the "LRS - Attorney Case Count" report.


2. Staff Portal - Auto populate client information when referral fee is paid using credit card.




3. Staff Portal - Staff can delete incorrect LRS payments. Deleted entries are recorded in History.





4. Staff Portal - Moved the GL Code drop down field to the main page of "LRS Membership Fees Setup" settings.



5. New option to restrict clients from getting multiple self-referral on the same day.



5. Member Portal LRS Cases - New fresh look and simplified process for Members to post case payments and update status.




Click "Update Status" link in the "Action" drop down to update the status of the case.



Click "Make Payment" to make payment for the case.



Event:

1. Staff Portal - Shows attendees registered for tables in the "Attendee List & Payments" and "View/Confirm Attendance" pages.






2. Admin Portal - Max count can now be set for event products.




eBoardcast:

1. Staff Portal - Added "Copy URL to Clipboard" image icon in the "eBoardcast -> Documents" page.



Settings:

1. Staff Portal - Added new feature to allow Bars to create their own custom fields to collect additional information from membership module. Collected values can be exported to Excel from advanced search page.









Reports:

1. Staff Portal - GL code is included in the excel export detail of the credit card transaction report.







2. Staff Portal - Added new feature to print event CLE Certificates for selected members in batch.


Select required members to print CLE certificates and click the PDF icon.